Selective Wealth Management’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Selective Wealth Management’s Portfolio PBE Stock Details PBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-2,500	Closed	-$178K	–	776
2021 Q4	$178K	Hold	2,500	–	–	0.07%	135
2021 Q3	$187K	Buy	2,500 +2,000	+400%	+$152K	0.1%	115
2021 Q2	$39K	Buy	+500	New	+$37.1K	0.03%	210

Other funds holding PBE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWA

Artemis Wealth Advisors New York $662M AUM 39.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

Selective Wealth Management's PBE Position: Q1 2022 in Review

Selective Wealth Management sold out of Invesco Biotechnology & Genome ETF (PBE) in Q1 2022, closing a stake of 2,500 shares — an estimated $178K sold.

Selective Wealth Management first reported a position in PBE in Q2 2021 and held it in 3 quarters. The position peaked at $187K in Q3 2021. 89 funds tracked by Wall St. Rank hold PBE as of Q1 2022.

Selective Wealth Management reported no remaining Invesco Biotechnology & Genome ETF position as of Q1 2022 after selling out during the quarter.
Selective Wealth Management sold 2,500 Invesco Biotechnology & Genome ETF shares in Q1 2022, an estimated $178K.
Selective Wealth Management first reported a position in Invesco Biotechnology & Genome ETF in Q2 2021 and held it in 3 quarters.
Selective Wealth Management's Invesco Biotechnology & Genome ETF position peaked at $187K in Q3 2021.
89 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2022.

Based on Selective Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.